RIA Collective
Are you a financial advisor stuck with a firm that no longer serves your needs, fits your ideals, or gives you the flexibility to serve your clients as a true fiduciary? That is a tricky place to be, but rest assured, you’re not alone. RIA Collective Podcast is created with you in mind. We interview leaders at Registered Investment Advisory firms to learn from their wisdom and experience. It is our goal to take the fear and mystery out of going independent.Most of the industry leaders we talk with were in the exact same place you find yourself today. They too saw themselves as entrepreneurs. They became an advisor to create flexibility in their lives and help many others create financial security and peace of mind. Like you, those professionals become stifled by their captive environment. Sales quotas, proprietary products and services, the firm’s agenda, compliance, and other factors can make it difficult to grow and to act as a true fiduciary to your clients. RIA Collective podcast is hosted by Charlie Van Derven, an industry veteran who has been serving the advisor community for almost 25 years. During his time working in Financial Services, Charlie has seen trends come and go. One trend that continues with no end in sight, is the migration of advisors from the captive wire-house space to independence.The move to independence can go smoothly, or it can be a battle. Tune in to RIA Collective podcast to learn from industry leaders how to set your practice up for a smooth transition. Learn important things to consider and actions to take 3, 6, 12, or 18 months ahead of your move. Learn how to solidify key client relationships so you can retain the assets you’ve built.If you are an advisor considering a change or an industry leader who is building their firm and has wisdom to share, we would love to talk to you.Visit RIAcollective.com for more information or reach out to Charlie directly on LinkedIn. Thanks for being here.If you'd like to be a guest or connect directly with Charlie, visit https://www.riacollective.com.
RIA Collective
RIA Collective: Andree Mohr | Why Advisor Independence Starts With Your “Why”
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What does advisor independence actually mean?
In this episode of RIA Collective, host Charlie Van Derven sits down with Andree Mohr, President of Integrated Partners, to explore why the move to independence is about much more than business structure.
Andree shares her unique journey from starting as a PR intern at 17 years old to becoming president of one of the largest independent firms in the country. Along the way, she explains why the best advisors are not just building businesses, they’re building lives and practices aligned with their values.
Together, Charlie and Andree discuss:
- Why independence is really about serving clients without conflicting priorities
- The biggest misconceptions wirehouse advisors have about independence
- Why advisors need to understand their “why” before making a move
- How independence changes the role from advisor to business owner
- The importance of planning-first advice versus product-first advice
- How Integrated Partners helps entrepreneurial advisors thrive
Andree also explains why the word “fiduciary” has become overused in the industry and why true independence may be the better way to think about client-first advice.
This episode is especially valuable for:
✔️ Wirehouse advisors considering independence
✔️ RIAs looking to scale intentionally
✔️ Advisors exploring different business models
✔️ Anyone wanting to build a more fulfilling advisory career
🎧 Watch now and subscribe to RIA Collective for conversations that elevate the independent advisor profession.
🔗 Connect with Andree Mohr
💼 LinkedIn: https://www.linkedin.com/in/andree-peterson/
🌐 Integrated Partners: https://integrated-partners.com/
🔗 Connect with Charlie Van Derven
🌐 Social Advisors: https://www.social-advisors.com
💼 LinkedIn: https://www.linkedin.com/in/charlievanderven/
⏱️ Chapters
00:00 – From PR intern to president
03:00 – Why financial services matters
05:00 – Independence vs fiduciary language
08:00 – Misconceptions about independence
10:00 – Becoming a true business owner
13:00 – Why advisors need clarity before transitioning
15:00 – Building a fulfilling career in wealth management
